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Using the Comments and Notes Workspace

Keep the conversation on the contract. Add and edit comments (Bolding, lists, etc.), see the number of comments from the navigation, and even @mention any users so they get notified!

Setting comments and notes up

Go to Settings > Company Settings > General Settings. There are 3 possible options for displaying comments and notes in the workspace. They are:

  • Only show comments
  • Only show Notes
  • Show comments and notes (When this is selected, the admin can decide if comments appears above or below the notes box. 

Using comments and notes

Depending on settings chosen above is what will display on the Comments and Notes section. If just one is selected (comments or notes), then it will fill the space. 

Note: There's a maximum length of 2000 characters for comments. 

Comment formatting

The comment box supports rich text formatting. Users can:
  • Bold, italicize, and underline
  • Have ordered and unordered lists
  • Include hyperlinks

Navigation badges

If a note or comment is left on the contract, then a green indicator will appear on the navigation. The indication will remain unless the comment or note has been deleted.

@Mentions

To mention a team member in a comment, type @ followed by their name. They will receive a notification that they've been mentioned. You can also @mention yourself as a reminder.

For more information, you may reach out to support@contractsafe.com